Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天，Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 2,109 家機構在 13F 申報持有，市值合計 $535.4 億；艾略特投資管理、Oakmark（Harris Associates）等 3 位大師持有。
2023 年第 3 季 13F 持有人
Phillips 66 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,664
- 較 2023 年第 2 季 +142 家
- 持有股數
- 3.21 億
- 較 2023 年第 2 季 −253.0 萬 (−0.8%)
- 總市值
- $385.1 億
- 較 2023 年第 2 季 +$77.2 億 (+25.1%)
- 新進機構
- 215
- 另有 565 家加碼
- 清倉機構
- 73
- 另有 597 家減碼
另有 20 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2023 年第 3 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 10,948 | $131.5 萬 | 0.61% | −1,799−14.1% | 減碼 |
| Cowa, LLC | 10,995 | $132.2 萬 | 0.89% | −707−6.0% | 減碼 |
| Towle & Co | 11,050 | $132.8 萬 | 0.18% | −230−2.0% | 減碼 |
| Quantinno Capital Management LP | 11,091 | $133.3 萬 | 0.06% | +3,614+48.3% | 加碼 |
| Diversified Trust Co | 11,095 | $133.3 萬 | 0.05% | +1,569+16.5% | 加碼 |
| Tiaa Trust, National Association | 11,146 | $133.9 萬 | 0.00% | +11,146 | 新進 |
| Boyd Watterson Asset Management LLC | 11,149 | $134.0 萬 | 0.59% | −36−0.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,159 | $134.1 萬 | 0.02% | +894+8.7% | 加碼 |
| Armor Investment Advisors, LLC | 11,170 | $134.2 萬 | 0.80% | +505+4.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,175 | $134.3 萬 | 0.03% | +1,186+11.9% | 加碼 |
| Ostrum Asset Management | 11,203 | $134.6 萬 | 0.12% | +1,417+14.5% | 加碼 |
| Regal Investment Advisors LLC | 11,240 | $135.1 萬 | 0.12% | −9,467−45.7% | 減碼 |
| Veriti Management LLC | 11,259 | $135.3 萬 | 0.15% | +44+0.4% | 加碼 |
| Verition Fund Management LLC | 11,268 | $135.4 萬 | 0.02% | +11,268 | 新進 |
| Belpointe Asset Management LLC | 11,327 | $136.1 萬 | 0.14% | +184+1.7% | 加碼 |
| Edgestream Partners, L.P. | 11,354 | $136.4 萬 | 0.11% | +3,663+47.6% | 加碼 |
| Bragg Financial Advisors, Inc | 11,483 | $138.0 萬 | 0.07% | −187−1.6% | 減碼 |
| Boston Trust Walden Corp | 11,576 | $139.1 萬 | 0.01% | 00.0% | 不變 |
| EHP Funds Inc. | 11,600 | $139.4 萬 | 0.66% | −4,400−27.5% | 減碼 |
| Donoghue Forlines LLC | 11,626 | $139.7 萬 | 0.50% | +11,626 | 新進 |
| Community Bank & Trust, Waco, Texas | 17,411 | $140.5 萬 | 0.50% | −2,959−14.5% | 減碼 |
| Guardian Wealth Management, Inc. | 11,714 | $140.7 萬 | 1.32% | +55+0.5% | 加碼 |
| Spire Wealth Management | 11,828 | $142.1 萬 | 0.05% | +7,317+162.2% | 加碼 |
| Pathway Financial Advisers, LLC | 11,902 | $143.0 萬 | 0.59% | +11,902 | 新進 |
| Aurora Investment Counsel | 11,921 | $143.2 萬 | 0.95% | −1,017−7.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,930 | $143.3 萬 | 0.03% | +491+4.3% | 加碼 |
| Martingale Asset Management L P | 11,951 | $143.6 萬 | 0.03% | +539+4.7% | 加碼 |
| Massmutual Trust Co FSB | 11,998 | $144.2 萬 | 0.05% | +322+2.8% | 加碼 |
| SRN Advisors, LLC | 12,057 | $144.9 萬 | 1.44% | +406+3.5% | 加碼 |
| Atlas Private Wealth Management | 12,073 | $145.1 萬 | 0.78% | +317+2.7% | 加碼 |
| Squarepoint Ops LLC | 12,087 | $145.2 萬 | 0.01% | −735,510−98.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,128 | $145.7 萬 | 0.02% | 00.0% | 不變 |
| Paragon Capital Management LLC | 12,141 | $145.9 萬 | 0.86% | +108+0.9% | 加碼 |
| Bangor Savings Bank | 12,177 | $146.3 萬 | 0.17% | +125+1.0% | 加碼 |
| SG Americas Securities, LLC | 12,185 | $146.4 萬 | 0.02% | −14,038−53.5% | 減碼 |
| Moors & Cabot, Inc. | 12,466 | $149.8 萬 | 0.10% | −1,696−12.0% | 減碼 |
| First National Advisers, LLC | 12,471 | $149.8 萬 | 0.67% | +5,074+68.6% | 加碼 |
| Marion Wealth Management | 12,491 | $150.1 萬 | 0.53% | −19−0.2% | 減碼 |
| Allworth Financial LP | 12,502 | $150.2 萬 | 0.01% | +241+2.0% | 加碼 |
| Exeter Financial, LLC | 12,525 | $150.5 萬 | 0.80% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,530 | $150.5 萬 | 0.09% | −185−1.5% | 減碼 |
| Lido Advisors, LLC | 12,542 | $150.7 萬 | 0.02% | +845+7.2% | 加碼 |
| United Services Automobile Association | 12,576 | $151.1 萬 | 0.04% | +1,569+14.3% | 加碼 |
| Paradigm Asset Management Co LLC | 12,600 | $151.4 萬 | 0.43% | −800−6.0% | 減碼 |
| Ar Asset Management Inc | 12,600 | $151.4 萬 | 0.42% | 00.0% | 不變 |
| Smith, Moore & Co. | 12,642 | $151.9 萬 | 0.20% | +859+7.3% | 加碼 |
| Estate Counselors, LLC | 12,670 | $152.2 萬 | 0.20% | −50−0.4% | 減碼 |
| YHB Investment Advisors, Inc. | 12,723 | $152.9 萬 | 0.14% | −268−2.1% | 減碼 |
| Parallel Advisors, LLC | 12,774 | $153.5 萬 | 0.05% | −653−4.9% | 減碼 |
| Scotia Capital Inc. | 12,828 | $154.1 萬 | 0.01% | −38,257−74.9% | 減碼 |
| Centiva Capital, LP | 12,830 | $154.2 萬 | 0.08% | +40.0% | 加碼 |
| Credit Agricole S A | 12,955 | $155.7 萬 | 0.05% | −43,442−77.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,991 | $156.1 萬 | 0.07% | −4,856−27.2% | 減碼 |
| Axxcess Wealth Management, LLC | 13,050 | $156.8 萬 | 0.05% | +9,431+260.6% | 加碼 |
| Inscription Capital, LLC | 13,055 | $156.9 萬 | 0.51% | −1,266−8.8% | 減碼 |
| Welch & Forbes LLC | 13,074 | $157.1 萬 | 0.03% | +25+0.2% | 加碼 |
| Fruth Investment Management | 13,195 | $158.5 萬 | 0.47% | −100−0.8% | 減碼 |
| Redwood Investment Management, LLC | 13,265 | $159.4 萬 | 0.14% | −4,439−25.1% | 減碼 |
| Evercore Wealth Management, LLC | 13,285 | $159.6 萬 | 0.03% | +33+0.2% | 加碼 |
| Fortem Financial Group, LLC | 13,387 | $160.8 萬 | 0.94% | −2,666−16.6% | 減碼 |
| Twin Capital Management Inc | 13,400 | $161.0 萬 | 0.23% | +4,294+47.2% | 加碼 |
| STRS Ohio | 13,453 | $161.6 萬 | 0.01% | −5,214−27.9% | 減碼 |
| Retirement Investment Advisors, Inc. | 13,502 | $162.2 萬 | 0.15% | +1,926+16.6% | 加碼 |
| Vinva Investment Management Ltd | 13,188 | $162.7 萬 | 0.15% | +5,281+66.8% | 加碼 |
| Haverford Trust Co | 13,747 | $165.2 萬 | 0.02% | −174−1.2% | 減碼 |
| WCG Wealth Advisors LLC | 13,408 | $165.4 萬 | 0.12% | +13,408 | 新進 |
| Logan Capital Management Inc | 13,839 | $166.3 萬 | 0.08% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 13,880 | $166.8 萬 | 0.21% | −2,410−14.8% | 減碼 |
| Sigma Planning Corp | 13,891 | $166.9 萬 | 0.06% | +535+4.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 13,955 | $167.7 萬 | 0.22% | −1,266−8.3% | 減碼 |
| Valeo Financial Advisors, LLC | 13,970 | $167.8 萬 | 0.08% | +1,097+8.5% | 加碼 |
| Terry L. Blaker | 13,977 | $167.9 萬 | 0.15% | −36−0.3% | 減碼 |
| X-Square Capital, LLC | 19,556 | $168.4 萬 | 1.13% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 14,056 | $168.9 萬 | 0.05% | −418−2.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 14,068 | $169.1 萬 | 0.07% | +739+5.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,084 | $169.2 萬 | 0.08% | +1,460+11.6% | 加碼 |
| Alberta Investment Management Corp | 14,200 | $170.6 萬 | 0.02% | 00.0% | 不變 |
| Retireful, LLC | 14,297 | $171.8 萬 | 0.82% | +14,297 | 新進 |
| First Hawaiian Bank | 14,391 | $172.9 萬 | 0.06% | 00.0% | 不變 |
| Fiduciary Trust Co | 14,413 | $173.2 萬 | 0.03% | +205+1.4% | 加碼 |
| Koshinski Asset Management, Inc. | 14,461 | $173.7 萬 | 0.20% | +128+0.9% | 加碼 |
| Two Sigma Investments, LP | 14,500 | $174.2 萬 | 0.00% | −91,669−86.3% | 減碼 |
| Stephens Inc | 14,521 | $174.5 萬 | 0.03% | −340−2.3% | 減碼 |
| Everett Harris & Co | 14,595 | $175.4 萬 | 0.03% | −376−2.5% | 減碼 |
| Harbour Investment Management LLC | 14,611 | $175.6 萬 | 1.00% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 14,667 | $176.2 萬 | 0.29% | +293+2.0% | 加碼 |
| Banque Cantonale Vaudoise | 14,846 | $178.3 萬 | 0.09% | +1,644+12.5% | 加碼 |
| Capital Advisors Inc | 14,946 | $179.6 萬 | 0.05% | −244−1.6% | 減碼 |
| Marathon Capital Management | 15,054 | $180.9 萬 | 0.46% | −21,326−58.6% | 減碼 |
| Cavalier Investments, LLC | 15,105 | $181.5 萬 | 0.71% | +15,105 | 新進 |
| Harvest Portfolios Group Inc. | 15,204 | $182.7 萬 | 0.09% | −1,710−10.1% | 減碼 |
| NewEdge Wealth, LLC | 15,206 | $182.7 萬 | 0.06% | +1,785+13.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,248 | $183.2 萬 | 0.14% | −1,224−7.4% | 減碼 |
| First Manhattan Co | 15,259 | $183.3 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 15,295 | $183.8 萬 | 0.08% | −1,238−7.5% | 減碼 |
| Hendley & Co Inc | 15,395 | $185.0 萬 | 0.75% | −35−0.2% | 減碼 |
| Summit Financial, LLC | 15,400 | $185.0 萬 | 0.14% | −165−1.1% | 減碼 |
| Arvest Trust Co N A | 15,413 | $185.2 萬 | 0.12% | +1,195+8.4% | 加碼 |
| IHT Wealth Management, LLC | 15,554 | $186.9 萬 | 0.09% | +1,439+10.2% | 加碼 |
| Western Wealth Management, LLC | 15,695 | $188.6 萬 | 0.16% | +326+2.1% | 加碼 |